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David Thomas, CPA, Esq.
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David Thomas
Nov 11, 20213 min read
November 2021 Tax Planning
November 11, 2021 Hello, Prior to getting into the holiday season, we wanted to reach out with some thoughts about tax planning that may...
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David Thomas
Dec 11, 20203 min read
Holistic Financial Planning
HOLISTIC FINANCIAL PLANNING December 10, 2020 There has always been an interplay between attorneys, CPA and other advisors, but because...
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David Thomas
Nov 26, 20191 min read
Year end tax planning
2019 year end tax planning strategies
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